Clarity before commitment
A structured process to evaluate your next major business decision. Before you invest capital, expand facilities, or restructure operations—understand what you're building toward and why.
A comprehensive strategic foundation
10-Year Scenarios (A/B/C)
Three distinct paths forward—conservative, moderate, and aggressive—each modeled with revenue projections, capital requirements, and lifestyle implications.
Bottleneck Map
A clear diagnosis of what's constraining your growth today: leadership capacity, systems, capital, facilities, or market positioning.
Capital & Facility Strategy
Detailed analysis of what investment is actually required, when it makes sense, and how to structure it to protect your position.
Lifestyle Alignment Plan
A framework connecting business decisions to personal goals—ensuring growth serves the life you want, not the other way around.
How Legacy Discovery works
Application
Complete our detailed intake form. This helps us understand your business, your goals, and whether we're the right fit for each other.
Discovery Call
A focused conversation to explore your situation, clarify objectives, and determine if Legacy Discovery is the right next step.
Deep Dive Sessions
Structured working sessions to gather the information needed for comprehensive scenario modeling and strategic analysis.
Delivery & Discussion
Receive your complete Legacy Discovery package with dedicated time to review findings and discuss implications.
Legacy Discovery is designed for owners who...
- Are generating $750K–$10M in annual revenue
- Face a significant decision in the next 6–18 months
- Want to understand implications before committing
- Value conservative, long-term thinking
Ready to bring clarity to your next major decision?
Start Application